Customers\prospects

Customers\prospects

Open the software peach tree. After clicking on the first option “open an existing company” select your company from the list and click on that. The following window will appear.

 On the top of the window there is a 3^rd option of the maintain click on that. the following window will appear.

At first there is an option of customers\prospects click on that so the following window will appear.

General:

Ø First you fill the upper two columns which are called as header field of customer ID and name. 

Ø And then fill the particulars of first tab General.

Ø Hare you fill the required information of contact, address, city, country, sales and etc.

Sales default:

Ø The click on next TAB of sales default which include following information like sales representative which means the person who is handling the sales and the general ledger sales account and other particulars which are given.

Payment default:

Ø The third TAB is of payment default in which is optional and necessary is your mode of payment is through credit card.

Custom fields:

Ø The fourth TAB is of custom fields it is use for second references who want to add additional information about the customer then it cant be changed.

History:

Ø It is the last TAB  in this the customer previous data is given and all sales and cash information is available here.